The RaeLipskie Partnership
Investment ManagementView the employees at
The RaeLipskie Partnership-
Sarah Ramon Administrative Assistant at The RaeLipskie Partnership
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Kitchener, Ontario, Canada
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Rising Star
Alex Stoody, CFA Vice President & Portfolio Manager with The Rae & Lipskie Investment Counsel-
Kitchener, Ontario, Canada
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Rising Star
Janessa Matis Back Office Administrator & Trader | Accounting Student-
Kitchener, Ontario, Canada
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Rising Star
Stacey Crosby CSA & Admin Support at The RaeLipskie Partnership-
Wellesley, Ontario, Canada
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Rising Star
Olivia Frederick Trade Processor, Donations Coordinator, & Back-Office Admin for RaeLipskie Partnership-
Waterloo, Ontario, Canada
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Rising Star
Overview
The RaeLipskie Partnership manages approximately $1 billion for approximately 700 clients. Our success in managing money for our clients is attributable to more than 60 years of investment and securities experience, and a shared belief in long-term investment strategies and dedicated attention to our client's needs whether an individual, non-profit, or business. Specialties: we manage investment portfolios on a discretionary basis. We start by analyzing client goals, objectives, risk tolerance, and liquidity needs. Then we design a portfolio of stocks, bonds and other investments to achieve your specific criteria ... and monitor it closely to ensure your investments are meeting your expectations. To learn more about The RaeLipskie Partnership visit www.raelipskie.com
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